Purchases and Sales Made in Q2 2023 in Ishares Tr Europe ETF (IEV)
This table provides information about the institutional ownership of Ishares Tr Europe ETF (IEV) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES TR EUROPE ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
646+ 5.88% |
$31.7K - $33.8K
|
11.6K
$628K
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
607+ 2.18% |
$29.8K - $31.8K
|
28.4K
$1.53M
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
587+ 2.21% |
$28.8K - $30.7K
|
27.1K
$1.46M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
500+ 10.7% |
$24.6K - $26.2K
|
5.17K
$279K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
500+ 4.35% |
$24.6K - $26.2K
|
12K
$647K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
475+ 113.1% |
$23.3K - $24.9K
|
895
$48.3K
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
444+ 5.98% |
$21.8K - $23.2K
|
7.87K
$425K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
335+ 6.73% |
$16.5K - $17.5K
|
5.31K
$287K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
319+ 1.45% |
$15.7K - $16.7K
|
22.3K
$1.2M
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
270+ 2.71% |
$13.3K - $14.1K
|
10.2K
$552K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
239+ 4.9% |
$11.7K - $12.5K
|
5.12K
$276K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
214+ 2.18% |
$10.5K - $11.2K
|
10K
$541K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
214+ 2.18% |
$10.5K - $11.2K
|
10K
$541K
|
|
Aug 10, 2023
Q2 2023
|
Metlife Inc
New York, NY |
BUY
|
- |
156+ 1.32% |
$7.66K - $8.16K
|
12K
$645K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
154+ 2.92% |
$7.56K - $8.06K
|
5.43K
$293K
|
|
Jul 24, 2023
Q2 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
150+ 2.82% |
$7.37K - $7.85K
|
5.47K
$295K
|
|
Aug 07, 2023
Q2 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
147+ 1.79% |
$7.22K - $7.69K
|
8.37K
$452K
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
147New |
$7.22K - $7.69K
|
147
$7.94K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
138+ 2.02% |
$6.78K - $7.22K
|
6.98K
$377K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
135+ 0.49% |
$6.63K - $7.06K
|
28K
$1.51M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
124New |
$6.09K - $6.49K
|
124
$6.69K
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
103+ 2.23% |
$5.06K - $5.39K
|
4.71K
$254K
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
102+ 2.18% |
$5.01K - $5.34K
|
4.78K
$258K
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
99+ 1.43% |
$4.86K - $5.18K
|
7.03K
$380K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
75+ 5.25% |
$3.68K - $3.92K
|
1.5K
$81.2K
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
72+ 79.12% |
$3.54K - $3.77K
|
163
$8.8K
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
69+ 0.23% |
$3.39K - $3.61K
|
29.5K
$1.59M
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
56+ 0.37% |
$2.75K - $2.93K
|
15.2K
$822K
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
46+ 1.0% |
$2.26K - $2.41K
|
4.67K
$252K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
44New |
$2.16K - $2.3K
|
44
$2.38K
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
41+ 0.65% |
$2.01K - $2.15K
|
6.38K
$345K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
35+ 0.52% |
$1.72K - $1.83K
|
6.75K
$364K
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
33+ 0.37% |
$1.62K - $1.73K
|
9.07K
$490K
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
23+ 2.16% |
$1.13K - $1.2K
|
1.09K
$58.6K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
14+ 2.35% |
$688 - $732
|
609
$32.9K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
14+ 0.13% |
$688 - $732
|
10.9K
$588K
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 2.14% |
$589 - $628
|
574
$31K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 2.11% |
$295 - $314
|
291
$15.7K
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
6+ 1.91% |
$295 - $314
|
320
$17.3K
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.01% |
$196 - $209
|
44.6K
$2.41M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$147 - $157
|
3
$162
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$49.1 - $52.3
|
5.11K
$276K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-2- -0.0% |
$98.2 - $105
|
56.3K
$3.04M
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4- 0.01% |
$196 - $209
|
33.1K
$1.79M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.31% |
$295 - $314
|
1.96K
$106K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.31% |
$295 - $314
|
1.96K
$106K
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-11- 0.14% |
$540 - $576
|
7.88K
$425K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30- 0.2% |
$1.47K - $1.57K
|
14.6K
$790K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-35- 0.41% |
$1.72K - $1.83K
|
8.48K
$458K
|